PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GENERAL DATA COMPANY, INC.
Sponsor portfolio

GENERAL DATA COMPANY, INC.

EIN 25-1409703-information technology and services-Latest filing 2025
Plans
3
Retirement
1
$18.3M assets
Welfare
2
$2.3M premiums
Participants
637
4354 FERGUSON DRIVE - CINCINNATI, OH 452451667513-752-7978general-data.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$18.3M - 325 part#501Fully Insured-$2.3M - 314 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.3M premiums / 314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Life$181K
  • Short-term disability$181K
  • Long-term disability$181K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • AETNA LIFE INSURANCE COMPANY92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • CORPORATE PLANS, LLC94%
  • UNITED OF OMAHA LIFE INSURANCE CO6%
Total $101K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GENERAL DATA COMPANY INC. 401(K) PROFIT SHARING PLAN

401k

Assets$18.3M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GENERAL DATA COMPANY, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA

Premiums$2.3M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GENERAL DATA COMPANY INC CBIN BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENERAL DATA COMPANY INC. 401(K) PROFIT SHARING PLAN401k$18.3M3252024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GENERAL DATA COMPANY, INC. EMPLOYEE BENEFIT PLANFully InsuredAETNA$2.3M3142025
502GENERAL DATA COMPANY INC CBIN BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica